So You Want to Hold a Family Meeting – Now What?

Burgundy Asset Management – November 18, 2020

Jim held an engaging webinar with Mat Harrison of Burgundy Asset Management (Toronto, Canada) in a 90 minute virtual event about the specifics of doing family meetings for families of wealth. During the Q&A portion, registrants asked multiple questions about Next Gen involvement, how to handle disruptive family members in meetings, and whether in-laws should participate in meetings, among other topics.